Method Community

Performance enhancements and a new multi-tenant beta! Grid refresh speed - you should notice that everything and anything related to grids is significantly faster.  Grids were previously doing extra unnecessary work which we found could be more intelligently optimized.  This was especially the case on large screens with lots ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Sales Orders - Create Invoice Fixed - screen validation highlighted an issue with using an “End Loop Through Table” instead of “End Loop Through Grid”. ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Expense Fixed - we had a lingering end conditional statement that was being flagged when selecting a category from the dropdown list.  Opps!  Thanks to Method’s latest validation, we ...

 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Leads Reports Fixed - the report wasn’t able to grab the BillAddressState from the screen. (QBD & QBO) Cheers, Danny

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Customers and Contacts List Improved - relabelled the column “Contact Name / Customer Name / Company Name” to “Contact / Customer / Company”. Leads and Contacts List ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activities List Improved - the “Customer / Vendor” and “Contact Name / Phone / Email” columns have been combined into one column.  Now we display “Contact / Name / ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - we now display the Activity Status field.  Previously, all activities that were done through the edit case screen were marked as complete since they were being added to the case ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Case  List Improved - the “Details” column has now been relabelled to “Assigned To / Origin / Status”. (QBD & QBO)   Improved - the “Customer / ...

Enhancements to QuickBooks Online syncing Sales Receipts - now sync bi-directionally with QuickBooks Online. Deletion detection from QuickBooks Online. We now look for any deletions you made in QuickBooks since your last sync. For transactions (like invoices, estimates, sales receipts, etc.), we archive them in Method and make them ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Portal - New Case Improved - the email being sent to the contact now uses the email template called CRM_CaseUpdateForCustomer.  This has updated html formatting for the body of the ...